With polysilicon still in tight supply, it is no surprise that polysilicon production equipment and consulting services are also oversubscribed. Did CEO Roland Burkhardt always plan to flip his nascent silicon plant or was this deal brokered by key services partner, SolMic GmbH? For LDK Solar, this was a straightforward time to market issue. I speculate (unconfirmed at post time) Sunways’ option to buy five additional reactors is part of this deal.

No contract terms and conditions were disclosed but the following was mentioned: Down-payments have been agreed specifically according to the overall project volume.